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指增基金快速增长,国金中证全指指增基金顺势发行
Zhong Guo Zheng Quan Bao·2025-09-01 05:19

Group 1 - The A-share market is experiencing a new round of upward momentum, with the Shanghai Composite Index showing a year-to-date increase of 15.1% as of August 29 [1] - The Guojin CSI All Share Index Enhanced Fund will be launched on September 1, 2025, aiming to provide a comprehensive investment tool that aligns with the characteristics of the CSI All Share Index [1][2] - The CSI All Share Index reflects the overall performance of various market-cap stocks in the A-share market, offering a broader coverage compared to typical broad-based indices [2] Group 2 - The macroeconomic environment is stabilizing, and policy support is increasing, contributing to the overall recovery of the A-share market [2] - The CSI All Share Index is suitable for capturing diverse investment opportunities due to its comprehensive market coverage and ability to adapt to changing market trends [2] - The index's diversified structure is expected to lower decision-making costs and facilitate balanced industry allocation for long-term investors [2] Group 3 - The quantitative strategy employed by the fund aims to achieve excess returns while maintaining a balance with tracking error, maximizing the information ratio [4] - The investment team will utilize advanced technologies such as big data analysis and artificial intelligence to dynamically adjust the investment portfolio according to market conditions [4] Group 4 - The index-enhanced fund segment is experiencing rapid growth, with 180 new funds established in 2023, surpassing the total of 101 funds created in 2024 [5] - The average excess return for 519 index-enhanced funds this year is 3.87%, with 37 funds achieving excess returns greater than 10% [5] - The index-enhanced funds are seen as valuable for investors looking to capture market beta returns while also seeking alpha opportunities during market fluctuations [5] Group 5 - Guojin Fund has a well-established quantitative investment team with a strong background in mathematics and finance, contributing to the success of its quantitative products [6] - The launch of the Guojin CSI All Share Index Enhanced Fund is a significant addition to Guojin Fund's quantitative product line, enhancing investment options for investors [6] - The company plans to continue optimizing investment strategies and models in the quantitative investment field to provide high-quality investment tools [6]